Have you outgrown basic financial advice?
Complex is our specialty.

From equity compensation to participating in your company’s employee stock purchase plan, we have tools that will make your hard-earned cash work even harder toward achieving your goals.

Everyone’s goal is to earn enough money to one day quit their 'day jobs' to pursue passions and retire in peace. Getting there isn’t as easy as putting away a little bit from each paycheck. We’ll discuss your goals for retirement and put your money to work to help you achieve those dreams.

From managing generational wealth with a Trust to finding creative ways to gift money to kids that avoid tax implications, we’ll help you find a financial planning strategy that works for you and your family.

It’s no secret that higher education comes at a high cost. Whether for your kids, grandkids, or yourself, we’ll help you strategically save for college while also ensuring you still meet your personal financial goals.

Our clients (and their kids) need to read up before taking this next step in life. Getting married is one of the biggest decisions you’ll make, and before you move everything under one roof, it’s important to make sure your finances are in order. We help clients and their close family members navigate the financial implications of getting married.

It’s natural to want your business to succeed after you move on or retire. We’ve got the tools to build a successful exit strategy. Together, we’ll develop a plan that supports the best outcome for you, your stakeholders, and your employees.

Divorce is rated as one of the most stressful times in life, and we aim to make sure financial concerns aren't adding to that stress for clients.  We’ll walk you through ways to prepare everything from the documents needed, establishing credit in your own name, discussing any non-liquid assets, and more.

What happens when we come into sudden wealth? The goal is to maintain and grow it to last, but making the wrong choices can lead to unforeseen tax implications and other headaches. We’ll walk you through the best ways to invest or distribute that wealth depending on your goals.